Highlights include:

-The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for

-Real-life examples of advisors losing $40K/month by not making a decision

-How Elite’s pro forma modeling helps advisors make sense of the math behind a transition

-The psychological power of complacency - and how to recognize if you’re stuck

-Why going independent can unlock new levels of energy, growth, and client engagement

-The importance of exploring your options - not just financially, but qualitatively

Bottom line: you don’t know what you don’t know. This episode is your invitation to challenge the narrative and take a serious look at what’s possible - before staying put costs you more than you realize.

To reach out to Sue Cheema, you can find her at [email protected].

And for Brian Lutz, email him at [email protected]